Our Team

Pilot Team

Senior Wealth Advisor

Senior Wealth Advisor

Senior Wealth Advisor

Senior Wealth Advisor

Associate Wealth Advisor

Director of Pilot Relations
Pilot Benefits Specialist

Pilot Benefits Specialist

Brand Ambassador

Oarsman Investment Committee

Portfolio Manager

Portfolio Manager

Portfolio Manager

Portfolio Manager

Portfolio Manager

Client Service & Operations Team

Operations Manager

Becky Bell

Operations Specialist

Data Operations Specialist

Operations Specialist

Advisory Board

Advisory Board Member

Advisory Board Member

Advisory Board Member

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